• Wealth Advisor

    Tompkins Community Bank (Mount Kisco, NY)
    Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
    Tompkins Community Bank (07/20/25)
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  • Mortgage Advisor

    First State Bank (Denton, TX)
    …to both internally referred clients and self-generated prospects, with a focus on relationship management and client retention. The Mortgage Advisor position is ... Summary: The Mortgage Advisor is responsible for originating residential mortgage loans...retention. + Generate additional loan production through proactive networking, relationship -building, and business development within the community and among… more
    First State Bank (07/16/25)
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  • Client Solution Advisor - Fortis Advisors

    PNC (CA)
    …Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented **Competencies** Customer Relationship ... an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Fortis Advisors organization, you will be based remotely in… more
    PNC (08/01/25)
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  • Medicare MAP Advisor

    Centers Plan for Healthy Living (Staten Island, NY)
    …and plans they need for healthy living. JOB SUMMARY : The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line of Business, maintains relationships, ... (CMS) and company policies and regulations. The Medicare MAP advisor will develop a presence in the community and...and recommend plans and enroll prospects based on the customer 's needs + Provide a positive customer … more
    Centers Plan for Healthy Living (07/15/25)
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  • Senior Philanthropic Advisor - Senior Lead…

    Wells Fargo (Dallas, TX)
    …trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides ... this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working...customers, Accountants and Attorneys + This LO position has customer contact and job duties which may include needs… more
    Wells Fargo (07/31/25)
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  • Energy Advisor

    Leidos (Honolulu, HI)
    …for developing customer and contractor relationships, serving as a trusted advisor to electric customers to drive the early adoption of energy efficiency and ... **Description** Leidos is seeking an Energy Advisor to join our Hawai'i Energy program team's efforts in empowering our community to achieve the state's clean energy… more
    Leidos (07/19/25)
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  • Financial Advisor

    Atria Wealth Solutions (Sandusky, MI)
    Job description Through its relationship with Sorrento Pacific Financial, LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and ... investment services to our customer base in and around our service area. Thumb...investment program necessitates the need to add a Financial Advisor to the established program. As a Financial … more
    Atria Wealth Solutions (06/11/25)
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  • Financial Advisor

    First National Bank of Omaha (Omaha, NE)
    …third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor , offering personalized ... to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of… more
    First National Bank of Omaha (08/02/25)
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  • Seed Svc Advisor Training Lead

    Bayer (Creve Coeur, MO)
    …minds to make a real difference, there's only one choice.** **Seed Svc Advisor Training Lead** **YOUR TASKS AND RESPONSIBILITIES** You will be responsible for ... business acumen, agronomic knowledge, and soft skill development to ensure that the customer service organization maintains best in class service and processes in a… more
    Bayer (07/31/25)
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  • Care Advisor

    Sharecare (Mesa, AZ)
    …more, visit www.sharecare.com . **Job Summary:** CareLinx is looking for a Care Advisor to assist with CareLinx's Payer Operations line of business. CareLinx is a ... process. Once a caregiver match is made, the Care Advisor will follow closely to ensure satisfaction and assist...interacting with people and be committed to providing stellar customer service and empathetic guidance for members during their… more
    Sharecare (08/02/25)
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